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You are here: Manager factsheet

Ken Fisher

Fisher Investments Institution
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Manager profile
Ken Fisher founded Fisher Investments in 1979, which is now a $276-plus billion investment adviser and money management firm serving large institutions and high net worth individuals globally. By most standards, it is the world’s largest pure ‘40 Act Investment Adviser. He was CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer.Ken’s prestigious Forbes “Portfolio Strategy” column ran monthly for 32 1/2 years until 12/31/2016, making Ken the longest continuously running columnist in the magazine’s history. He writes monthly, native language columns in major media organs around the world, including the New York Post in the United States; the Daily Telegraph in the United Kingdom; Australia’s most read newspaper, The Australian; Denmark’s leading business newspaper, Børsen; Ireland’s The Business Post; Singapore’s The Business Times; Taiwan’s Business Weekly; Caixin—often called the “Bloomberg of China”; Israel’s Calcalist; South Korea’s largest business paper, Chosun Weekly Biz; Japan’s Diamond Weekly; Spain’s largest business website and newspaper, elEconomista; Saudi Arabia’s Al Eqtisadiah; Mexico’s El Financiero; Germany’s Focus Money; Canada’s most read newspaper, The Globe and Mail; Switzerland’s leading business paper, Handelszeitung; the Hong Kong Economic Journal; Argentina’s Infobae; Belgium’s La Libre; the United Arab Emirates’ The National; France’s L’Opinion; Sweden’s Privata Affärer; Italy’s third largest newspaper and number one business paper, Il Sole 24 Ore; the Netherlands’ largest newspaper, De Telegraaf; and Austria’s Trend. In total, his 26 unique columns span more countries in more total volume than any other columnist of any type ever. He also appears regularly on financial and news media segments globally—including Fox News, Fox Business, Sky News (UK and Australia), Bloomberg (Canada and Asia), and CNN International—and is active on social media. Ken has written 11 books, including 4 New York Times bestsellers. His 1970s’ theoretical work pioneered an investment analysis tool called the Price-to-Sales Ratio, now part of financial core curriculum. His credits span a multitude of professional and scholarly journals. He is a recipient of the Bernstein Fabozzi/Jacobs Levy Award for outstanding research in the Journal of Portfolio Management.
Total return for Ken Fisher
Discrete calendar year performance : Ken Fisher

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Ken Fisher 21.2 2.9 -17.5 19.1 14.7 11.3 -4.0 19.6 30.3 -5.3
Peer Group Composite 17.6 2.6 -13.0 18.9 6.1 11.2 -4.6 14.3 31.0 -7.8
Over / Under 3.6 0.3 -4.5 0.2 8.6 0.1 0.6 5.3 -0.7 2.5
Performance vs peer group composite: Ken Fisher
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fisher Investments Institutional Emerging Markets Equity Co-managed FO Equity - Emerging Markets since Jun 22 2011 to present
Fisher Investments Institutional Emerging Markets Equity ESG Co-managed FO Equity - Emerging Markets since Apr 29 2015 to present
Fisher Investments Institutional US Small Cap Core Equity ESG Co-managed FO Equity - Small Cap USA since Jun 30 2016 to present
Fisher Investments Institutional Global Equity High Yield Co-managed FO Equity - International since Jan 24 2018 to present
Fisher Investments Institutional Global Developed Concentrated Equity ESG Co-managed FO Equity - International since Feb 26 2018 to present
Fisher Investments Institutional Global Developed Equity ESG Co-managed FO Equity - Ethical since Feb 26 2018 to present
Fisher Investments Institutional US Small and Mid-Cap Core Equity Co-managed FO Equity - Small Cap USA since Feb 26 2018 to present
Fisher Investments Institutional Global Small Cap Equity Co-managed FO Equity - International since Feb 27 2018 to present
Fisher Investments Institutional Global Developed Equity Co-managed FO Equity - International since Jun 05 2018 to present
Fisher Investments Institutional US Equity ESG Co-managed FO Equity - USA since Nov 20 2018 to present
Fisher Investments Institutional Global Equity ESG Co-managed FO Equity - International since May 01 2019 to present
Fisher Investments Institutional Emg Markets Responsible Equity ex Fossil Fuels Co-managed FO Equity - Emerging Markets since Jan 23 2020 to present
Fisher Investments Institutional US All Cap Equity ESG Co-managed FO Equity - USA since Feb 14 2020 to present
Fisher Investments Institutional Global Sustainable Equity Impact ESG Co-managed FO Equity - Ethical since Feb 27 2020 to present
Fisher Investments Institutional Quantitative Global Equity ESG Co-managed FO Equity - Ethical since Mar 18 2020 to present
Fisher Investments Institutional China A-Shares Equity Co-managed FO Equity - China since Sep 14 2020 to present
Fisher Investments Institutional US High Yield Bond Co-managed FO Fixed Int - USD High Yield since Sep 28 2020 to present
Fisher Investments Institutional European Equity Co-managed FO Equity - Europe inc UK since Dec 30 2020 to present
Fisher Investments Institutional Global Small Cap Equity ESG Co-managed FO Equity - Ethical since Mar 19 2021 to present
Fisher Investments Institutional Global Low Volatility Equity Co-managed FO Equity - International since Mar 23 2021 to present
Fisher Investments Institutional Emerging Markets Hard Currency Government Bond Co-managed FO Fixed Int - Emerging Markets since Jun 29 2021 to present
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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